Asset Management: Shareholder Services Analyst (Licensing Path)

Socket.dev; Columbus (OH); On-site; USD 55,000 - 75,000; Full time

Job summary

JPMorgan Chase & Co. in the United States seeks a Shareholder Services Analyst within Asset Management Client Service to deliver high-quality service to financial advisors and investors.

You will participate in a comprehensive training program covering mutual funds and 529 college savings plans, and you will obtain FINRA licenses within 120 days of start. This role offers exposure to a global investment manager and opportunities to grow in investment management and financial services.

Qualifications

• FINRA Securities Industry Essentials, Series 6 and Series 63 licenses required; unlicensed candidates considered, but required to obtain licenses within 120 days of start date
• Possesshigh energy, a great attitude and exceptional service skills
• Bachelor's Degree or equivalent client service experience
• Industry knowledge
• Strong written and oral communication skills
• Relationship building and problem-solvingskills
• Attention to detail

Responsibilities

• Problem resolution and onboarding supportfor shareholder accounts
• Process trades, fulfill information requests, and create unique customer solutions
• Educate clients about JPMorgan products, retirement accounts, and education savings
• Obtain the Securities Industry Essentials, Series 6 and Series 63 securities licenses

Skills

Customer service

Communication

Attention to detail

Relationship building

Problem solving

FINRA Series 6 & Series 63

Education

Bachelor's degree or equivalent client service experience

Job description

JPMorgan Chase & Co. in the United States seeks a Shareholder Services Analyst within Asset Management Client Service to deliver high-quality service to financial advisors and investors.

You will participate in a comprehensive training program covering mutual funds and 529 college savings plans, and you will obtain FINRA licenses within 120 days of start. This role offers exposure to a global investment manager and opportunities to grow in investment management and financial services.